EMILIA & J PEPE FANJUL FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EMILIA & J PEPE FANJUL FOUNDATION INC (EIN 45-4694833)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-12
- IRS object ID
- 202012569349100201
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-12T08:56:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 SW 7 Street Suite 1200 | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454694833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILIA & J PEPE FANJUL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSE FANJUL | InCareOfNm |
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 5613665100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH CLEMATIS ST Suite 200 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J PEPE FANJUL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5613665100 | PhoneNum |
| Signature | 2020-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRISTINA SOUSA | PreparerPersonNm |
| PTIN | P00968911 | PTIN |
| Phone | 3053582300 | PhoneNum |
| Preparation | 2020-07-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 127.0.0.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 65032520202565000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D6A5053D2AF72EECF9791FC7406B6B091B785BCA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 66D85B426A260955848DE5B917EB28CF72525823 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $249,955 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $12 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,084 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,115 | CashBOYAmt |
| Cash EOY | $78,496 | CashEOYAmt |
| Cash EOYFMV | $78,496 | CashEOYFMVAmt |
| Other Investments BOY | $143,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,322 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $171,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $144,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $249,955 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $144,541 | RetainedEarningBOYAmt |
| Retained Earning EOY | $164,818 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $164,818 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $144,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $164,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,704 | OtherIncreasesAmt |
| Subtotal | $164,818 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $164,818 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1 ALPHABET INC CL C | 2019-01-16 | 2019-05-08 | $1,172 | $1,082 | $90 | $90 |
| 2 ANADARKO PETE | 2019-01-11 | 2019-04-12 | $124 | $95 | $29 | $29 |
| 3 BERKSHIRE HATHAWAY CL-B NEW | 2018-12-21 | 2019-01-08 | $588 | $586 | $2 | $2 |
| 3 BERKSHIRE HATHAWAY CL-B NEW | 2018-12-21 | 2019-05-08 | $632 | $586 | $46 | $46 |
| 20 BERKSHIRE HATHAWAY CL-B NEW | 2018-12-21 | 2019-12-17 | $4,541 | $3,909 | $632 | $632 |
| 12 CITIGROUP INC NEW | 2019-05-09 | 2019-12-17 | $936 | $806 | $130 | $130 |
| 17 FIRSTENERGY CORP | 2018-01-31 | 2019-01-08 | $645 | $554 | $91 | $91 |
| 193 GENERAL ELECTRIC CO | 2019-05-09 | 2019-12-17 | $2,150 | $1,956 | $194 | $194 |
| 16 GOLDMAN SACHS GRP INC | 2019-01-11 | 2019-05-09 | $3,208 | $2,821 | $387 | $387 |
| 6 GOLDMAN SACHS GRP INC | 2019-01-22 | 2019-05-09 | $1,203 | $1,189 | $14 | $14 |
| 1 NOBLE ENERGY INC | 2019-01-11 | 2019-04-10 | $25 | $22 | $3 | $3 |
| 91 NOBLE ENERGY INC | 2019-01-15 | 2019-04-10 | $2,296 | $2,066 | $230 | $230 |
| 2 SHERWIN WILLIAMS COMPANY OHIO | 2018-05-30 | 2019-01-08 | $795 | $770 | $25 | $25 |
| 1 SHERWIN WILLIAMS COMPANY OHIO | 2018-05-30 | 2019-05-08 | $444 | $385 | $59 | $59 |
| 89 SOFTBANK CORP COMMON | 2018-12-18 | 2018-12-21 | $6,224 | $7,660 | -$1,436 | -$1,436 |
| 4 UNITEDHEALTH GP INC | 2017-05-16 | 2018-04-05 | $1,161 | $983 | $178 | $178 |
| 1 AMAZON COM INC | 2016-05-24 | 2019-01-08 | $1,655 | $706 | $949 | $949 |
| 1 AMAZON COM INC | 2016-05-24 | 2019-05-05 | $1,925 | $706 | $1,219 | $1,219 |
| 2 AMAZON COM INC | 2016-05-24 | 2019-12-17 | $3,567 | $1,411 | $2,156 | $2,156 |
| 20 BANK OF AMERICA CORP | 2016-05-24 | 2019-01-08 | $506 | $294 | $212 | $212 |
| 19 BANK OF AMERICA CORP | 2016-05-24 | 2019-05-08 | $570 | $279 | $291 | $291 |
| 165 BANK OF AMERICA CORP | 2016-05-24 | 2019-12-17 | $5,798 | $2,424 | $3,374 | $3,374 |
| 4 CITIGROUP INC NEW | 2016-05-24 | 2019-01-08 | $220 | $184 | $36 | $36 |
| 6 CITIGROUP INC NEW | 2016-05-24 | 2019-05-08 | $412 | $275 | $137 | $137 |
| 46 CITIGROUP INC NEW | 2016-05-24 | 2019-12-17 | $3,586 | $2,112 | $1,474 | $1,474 |
| 1 FACEBOOK INC CL-A | 2016-11-03 | 2019-01-08 | $142 | $122 | $20 | $20 |
| 1 FACEBOOK INC CL-A | 2016-11-03 | 2019-05-08 | $190 | $122 | $68 | $68 |
| 8 FIDELITY NATL INFORMATION SE | 2013-08-02 | 2019-01-08 | $825 | $360 | $465 | $465 |
| 8 FIDELITY NATL INFORMATION SE | 2013-08-02 | 2019-05-08 | $928 | $360 | $568 | $568 |
| 63 FIDELITY NATL INFORMATION SE | 2013-08-02 | 2019-12-17 | $8,654 | $2,834 | $5,820 | $5,820 |
| 16 FIRSTENERGY CORP | 2018-01-31 | 2019-05-08 | $667 | $521 | $146 | $146 |
| 139 FIRSTENERGY CORP | 2018-01-31 | 2019-12-17 | $6,724 | $4,526 | $2,198 | $2,198 |
| 6 HYATT HOTELS CORP COM CL A | 2016-02-04 | 2019-01-08 | $412 | $241 | $171 | $171 |
| 6 HYATT HOTELS CORP COM CL A | 2016-02-04 | 2019-05-08 | $460 | $241 | $219 | $219 |
| 45 HYATT HOTELS CORP COM CL A | 2016-02-04 | 2019-12-17 | $3,857 | $1,806 | $2,051 | $2,051 |
| 8 IQVIA HOLDINGS INC | 2017-08-16 | 2019-01-11 | $974 | $742 | $232 | $232 |
| 18 IQVIA HOLDINGS INC | 2017-08-16 | 2019-12-17 | $2,649 | $1,669 | $980 | $980 |
| 83 JD COM INC SPON ADR CL A | 2014-05-22 | 2019-01-16 | $1,857 | $1,869 | -$12 | -$12 |
| 18 JD COM INC SPON ADR CL A | 2014-05-22 | 2019-01-16 | $4,205 | $3,808 | $397 | $397 |
| 7 MICROSOFT CORP | 2016-01-05 | 2019-01-08 | $720 | $385 | $335 | $335 |
| 7 MICROSOFT CORP | 2016-01-05 | 2019-05-08 | $882 | $385 | $497 | $497 |
| 53 MICROSOFT CORP | 2016-01-05 | 2019-12-17 | $8,206 | $2,915 | $5,291 | $5,291 |
| 6 S&P GLOBAL INC COM | 2014-05-20 | 2019-01-08 | $1,046 | $468 | $578 | $578 |
| 6 S&P GLOBAL INC COM | 2014-05-20 | 2019-05-08 | $1,298 | $468 | $830 | $830 |
| 47 S&P GLOBAL INC COM | 2014-05-20 | 2019-12-17 | $12,791 | $3,664 | $9,127 | $9,127 |
| 69 SYNCHRONY FINANCIAL | 2017-09-18 | 2019-01-11 | $1,790 | $2,016 | -$226 | -$226 |
| 9 TENCENT HLDGS LTD UNSPON ADR | 2016-09-15 | 2019-01-08 | $368 | $242 | $126 | $126 |
| 9 TENCENT HLDGS LTD UNSPON ADR | 2016-09-15 | 2019-05-08 | $442 | $242 | $200 | $200 |
| 74 TENCENT HLDGS LTD UNSPON ADR | 2016-09-15 | 2019-12-17 | $3,531 | $1,992 | $1,539 | $1,539 |
| 8 THERMO FISHER SCIENTIFIC | 2013-06-27 | 2019-01-08 | $1,837 | $684 | $1,153 | $1,153 |
| 8 THERMO FISHER SCIENTIFIC | 2013-06-27 | 2019-01-11 | $1,909 | $684 | $1,225 | $1,225 |
| 7 THERMO FISHER SCIENTIFIC | 2013-06-27 | 2019-05-08 | $1,905 | $598 | $1,307 | $1,307 |
| 57 THERMO FISHER SCIENTIFIC | 2013-06-27 | 2019-12-17 | $18,352 | $4,873 | $13,479 | $13,479 |
| 90 TWITTER INC | 2018-02-15 | 2019-12-17 | $2,769 | $3,072 | -$303 | -$303 |
| 1 APPLE INC | 2009-06-16 | 2019-12-17 | $281 | $20 | $261 | $261 |
| DISPOSAL OF BLACKSTONE GROUP INC CL A | 2016-05-24 | 2019-12-17 | $5,067 | $2,453 | $2,614 | $2,614 |
| DISPOSAL OF BLACKSTONE GROUP LP | 2016-05-24 | 2019-01-08 | $806 | $585 | $221 | $221 |
| DISPOSAL OF APOLLO GLOBAL MGMT INC. | 2019-12-17 | $4,854 | $2,823 | $2,031 | $2,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,201 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $256,584 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097434 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,333 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $253,979 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.713968 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $374,989 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.491892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $182,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $646,356 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.282043 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $172,874 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $808,255 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.213885 | DistributionYr5Rt |
| Total Distribution | 1.799222 | TotalDistributionRt |
| Average Distribution | 0.359844 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $238,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,614 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,322 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,322 | SubtotalAmt |
| Tax Based On Investment Income | $1,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,972 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,972 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,650 | OverpaymentAmt |
| Applied To ES Tax | $7,650 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSE FANJUL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5613665100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH CLEMATIS STREET SUITE 20 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JOSE F FANJUL | |||||||||
| ONE NORTH CLEMATIS ST | SUITE 200 | WEST PALM BEACH | FL | 33401 | DIRECTOR/PRESIDENT | 1.0 | $0 | $0 | $0 |
| EMILIA M FANJUL | |||||||||
| ONE NORTH CLEMATIS ST | SUITE 200 | WEST PALM BEACH | FL | 33401 | DIRECTOR/VP/SECRETARY/TREASURE | 0.5 | $0 | $0 | $0 |
| JOSE F FANJUL JR | |||||||||
| ONE NORTH CLEMATIS ST | SUITE 200 | WEST PALM BEACH | FL | 33401 | DIRECTOR/VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| EMILIA H FANJUL | |||||||||
| ONE NORTH CLEMATIS ST | SUITE 200 | WEST PALM BEACH | FL | 33401 | DIRECTOR/VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $232,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $242,499 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $242,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,637 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $238,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,322 | TotalTaxAmt |
| Distributable Before Adj | $10,621 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,621 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,621 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $75,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $128,931 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $150,012 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166,483 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $628,473 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,621 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,379 | RemainingDistriFromCorpusAmt |
| Total Corpus | $692,852 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $128,931 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $563,921 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $150,012 | ExcessFromYear4Amt |
| Excess From Year3 | $166,483 | ExcessFromYear3Amt |
| Excess From Year2 | $170,568 | ExcessFromYear2Amt |
| Excess From Year1 | $12,479 | ExcessFromYear1Amt |
| Excess From Current Year | $64,379 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Animal Medical Center | ||||||
| 510 East 62nd St | New York | NY | 10065 | 170(B)(1)(A)(VI) | Gift of Love Campaign | $50,000 |
| New Hope Charities | ||||||
| 626 North Dixie Hwy | West Palm Beach | FL | 33401 | 170(B)(1)(A)(VI) | Charity Event Funding | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANIMAL MEDICAL CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 EAST 62ND ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | 170(B)(1)(A)(VI) | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Gift of Love campaign | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,922 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,610 | Amt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE STATEMENT 7A | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $86,322 | BookValueAmt |
| EOYFMV | $171,459 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| FROM PASS THROUGH ENITITES | $6 | |
| INVESTMENT INTEREST EXPENSE | $2,078 | $2,078 |
| ANNUAL REPORT AND REGISTERED A | $661 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASSTHROUGH ENTITIES | Desc |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS IN QUALIFIED APPRECIATED STOCK | Desc |
| Amt | $40,704 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| NI EXCISE TAX ESTIMATE PAYMENT | |
| FOREIGN TAXES | $3 |
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